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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,639 | $127,387-29.6% | $115,038-22.1% | $125,389-28.5% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 1.51% | 31.28%-29.8pp | 26.14%-24.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $1,512 | $5,166-70.7% | $4,608-67.2% | $4,866-68.9% |
| Participant deferral / active EE | $4,053 | $6,423-36.9% | $6,026-32.7% | $5,352-24.3% |
| Admin fee / account holder | $777 | $9,516-91.8% | $8,175-90.5% | $9,541-91.9% |